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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
401
Seascape Capital Management
New Hampshire
$555K +$12.6K +99 +2%
DCM
402
DGS Capital Management
New Jersey
$549K -$12.5K -98 -2%
AIM
403
Anchor Investment Management
South Carolina
$545K – – –
CWM
404
Calamos Wealth Management
Illinois
$543K +$184K +1,450 +54%
TBWA
405
Three Bridge Wealth Advisors
California
$539K +$254 +2 +0%
BFWM
406
Bright Futures Wealth Management
New York
$538K +$254 +2 +0.1%
MWA
407
Meridian Wealth Advisors
Texas
$538K – – –
GWM
408
Geneos Wealth Management
Colorado
$533K -$25.7K -202 -5%
RIS
409
Retirement Income Solutions
Michigan
$528K – – –
AG
410
AlTi Global
New York
$524K – – –
AUB
411
Atlantic Union Bankshares
Virginia
$505K – – –
MCM
412
Monument Capital Management
Virginia
$504K -$64.6K -508 -12%
PP
413
Patten & Patten
Tennessee
$503K -$44.5K -350 -8%
FCG
414
Fielder Capital Group
Tennessee
$494K – – –
DJSG
415
D.J. St. Germain
Massachusetts
$486K -$5.09K -40 -1%
KWA
416
Kingswood Wealth Advisors
California
$483K -$24.3K -191 -5%
WSFS
417
Wilmington Savings Fund Society
Delaware
$482K +$147K +1,155 +46%
FCCM
418
First City Capital Management
Georgia
$454K – – –
VFA
419
Valeo Financial Advisors
Indiana
$451K -$12.1K -95 -3%
PWA
420
Peterson Wealth Advisors
Utah
$447K +$890 +7 +0.2%
EWA
421
Exencial Wealth Advisors
Oklahoma
$445K – – –
NG
422
Norden Group
Utah
$443K +$427K +3,360 New
AA
423
Ancora Advisors
Ohio
$442K -$32.7K -257 -7%
AWA
424
Adapt Wealth Advisors
Georgia
$439K -$890 -7 -0.2%
HNB
425
Huntington National Bank
Ohio
$439K – – –
15 16
17
18 19